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JANUARY 10, 2023

HIGH NET WORTH

IRS Audits of Millionaires Remain Low

Anna Sulkin

Low-income taxpayers are far more likely to be targeted.

FULL ARTICLE

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BUSINESS PLANNING

How Financial Advisors Can Reduce Their Carbon Footprint in 2023

Sarah Adams

If you are offering clients an ESG or sustainable investment solution, it’s important to walk the talk.

FULL ARTICLE

WHITE PAPER

Guide to Outsourcing Investment Management

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Why are 4 out of 5 advisors outsourcing more assets?

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ESTATE PLANNING

Important Developments in Special Needs and Elder Law

Susan R. Lipp

Bernie Krooks gives a heads up on what to expect in 2023.

FULL ARTICLE

HIGH NET WORTH

Brady, Gisele, Patriots’ Bob Kraft Among FTX Shareholders Facing Wipeout

Jeremy Hill

Brady, formerly a prominent FTX booster, owns more than 1.1 million common shares of FTX Trading, bankruptcy court documents show.

FULL ARTICLE